Framework:Navigation Actions

The macro designer and the navigation designer offer the following navigation options (“NavActions”). According to the action selected, the fields change after the action field. Up to a maximum of four parameters may appear. The following navigation actions can be chosen from:

No Action

This selection is only available in the navigation designer. No action is carried out.

Agg mask

If Agg mask is selected as action, a combination list field with all available aggregationsmasks will appear in the field below. This command opens the selected mask.

Dimension

If dimension is selected as action, a combination list field with all available dimensions appears in the field below. This command opens the dimension maintenance with the selected dimension.

Formula

If formula is selected as action, a combination list field with all available formulae appears in the field below. This item starts the selected formula.

Import

If import is selected as action, a combination list field with all available imports appears in the field below. This item starts the selected import.

Macro

If macro is selected as action, a combination list field with all available macros appears in the field below. This item starts the selected macro.

Mask

If mask is selected as action, a combination list field with all available masks appears in the field below. This item starts the selected mask.

Matrix Builder input mask

If 'Matrix Builder input mask' is selected as action, a combination list field with all available input masks appears in the field below. This item starts the selected mask.

Others

If “Others” is selected as action, a combination list field with all available designer/admin tools appears in the field below. This item opens the selected designer.

The following commands are available:

Authentication

Opens the CoPlanner login window.

BI-Center

Opens the BI-Center.

BrowserWindow

Opens the Internet Explorer in the CoPlanner. Please enter the desired URL in the “Enter parameters manually” line.

In addition you may also enter CopNav actions. A detailed description of a CopNav action can be found in the “Link” entry.

Close active window

The active window in the working area is closed.

Close all windows

All open masks and designers in the working area are closed. This command corresponds to the same command from the CoPlanner menu.

Close Application

Closes the CoPlanner Client.

CopAddOn

Executes a CoAddOn.

ElementSelection

This Navaction offers the possibility of a filter selection in the status bar. This allows predefining a filter selection and masks with a FKT_GetRecord function in "SpecialDefinition" if the general mask settings open with this filter setting.
In the following example the filter "Products" is shown in the status bar. This setting will be used in an input mask and the product filter is set to this selection.

Framework, Filter in status bar

A click opens the filter selection.

The macro "" requires following entry:br>

Produkte:=lastselected;Macro:=closeWindow_mkr

Following parameters are available:

Products:=lastselected;PC/KST:=@MyDefaultPC@;Types of Revenues:=2;Macro:=closeWindow_mkr

Parameter	Description
Products:=lastselected;	The latest selected element of the dimension "Products" will be shown.
PC/KST:=@MyDefaultPC@;	The element, stored in the session variable "@MyDefaultPC@" of the dimension "PC/KST" will be shown.
Types of Revenues:=2;	The element with the COPSYS_IS 2 of the dimension "Types of revenues" will be shown.
Macro:=closeWindow_mkr	This macro will be executed if the filter in the status bar changed.

The selected element of the parameter "lastselected" will be written in the table tb_SessionParameters. The macro "closeWindow_mkr" will be executed after a changing of the filter in the status bar and all windows will be closed.

Framework, Table"tb_SessionParameters"

Requirement: The system table tb_SessionParameters has to be available (please ask your consultant).

In the input mask you have to create following entry in "SpecialDefinition" of the general settings.

FKT_GetRecord(tb_SessionParameters.Value, COP_SESSION_ID != @Session_ID@, Name != 'Products')

Important: If you use the filter in one of the mask you have to mark it as read-only.

ExcelEmbedded

Allows to open excel files – that have been created with the excel client – within the CoPlanner. Enter a path relative from the client directory in order to open an excel file. The CoPlanner automatically starts the Excel-AddIn and passes on the login of the Windows Client accordingly. NOTE: This option only works if Excel-Addln is also installed on the client computer.

ExecuteServerCommand

Starts server commands directly at the server. A selection of the available commands appears as acombination list field in the cell below.

Server commands:

Parameter	Description
OBJ_DBDOKU_CREATEVIEWS	Creates the corresponding views for the CoPlanner tables
OBJ_BACKUP_DATABASE	Creates a database backup on the SQL server
OBJ_OLAP_PROCESS_ALL	Prepares all the Cubes of the Olap database
OBJ_SERVER_RESTART	The data and the ALU (arithmetic and logic unit) are reloaded onto the server. This command requires a new connection of the clients.
OBJ_SYNC_DATABASE	All data changes are applied (stored) at the SQL server Only then new commands will be executed.
OBJ_MAKRO_FINISH_CALC	All calculations will be completed before the next Client instruction.

FileUpAndDownload

Opens the dialog for file administration for the specified path in the server directory. If you enter ReadOnly in the input field Special the upload of files in the dialog for file administration is disabled.

Formula Overview

Opens the formula overview.

Link

Opens the link in a new CoPlanner-window. Following types of links will be supported:

CoPlanner Links
links to documents (for example file:\\Ordner/Beispiel.xls). In that case the subfolder 'Ordner' will be taken automatically from the path to the client directory. The document 'Beispiel.xls' will be opened automatically. You can also insert the full path.
links to websites (for example http:\\www.coplanner.com).

Navigation Designer

Opens the navigation designer.

NavStructure

Opens the navigation structure.

ObVerwaltung

Opens the object management.

Subscription Manager

Opens the subscription manager.

Time Dimension Creation

Opens the wizard for the time dimension creation.

Workflow Designer

Opens the Workfow Manager.

Workflow Sidebar

Opens the Workfow Sidebar.

Application properties

Opens the designer for application properties. It is recommended to select “Work” as the start area.

CheckALL_Form

Opens the check routine.

Delete ClientCache

In order to optimize the operation of the CoPlanner, the ClientCache remembers information that has been entered, such as the structure of dimensions, etc. If at a later point of time changes are made at the server, a ClientCache may no longer be up to date. The present function is used to explicitly empty the cache.

Scenario manager

Opens the scenario manager

PDF Report

If report is selected as action, a combination list field with all available reports will appear in the field below. This command opens the selected report in the set mode. RunMode means that the report will be opened again, Designmode means that the report is opened in the Report Designer. The selection at “Render while opening” causes the report to be immediately updated after the opening.

Program

If 'Program' is selected as action, a combination list field with all available programs appears in the field below. This item starts the selected programm.

Report

If report is selected as action, a combination list field with all available report servers appears in the field below. After having chosen a server, all available reports are displayed. This command opens the selected report.

Subset

If subset is selected as an action, a combination list field with all available subsets appears in the field below. This command opens the subset designer with the selected subset.

Table

If table is selected as an action, a combination list field with all available tables appears in the field below. If “Start with definition” is selected as start option, all mask objects continue to be displayed. Here you select the mask for the table. Without definition the table is opened in “CopSpy”. With default definition means that the table will be opened with the mask which has been defined as the default mask for the table.

AnalyzeObject

If AnalyzeObject is selected as action, a combination list field with all available AnalyzeObjects appears in the field below. This command opens the selected Analy¬zeObject.

AnalyzeGrid

If AnalyzeGrid is selected as action, a combination list field will appear below with all the available AnalyzeGrids. This command opens the selected AnalyzeGrid.